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Lathrop GPM

[Webinar] Planning for Retirement Accounts that Outgrow Retirement - August 19th, 9:00 am PT

Lathrop GPM on

Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

Beltway Buzz - February 2021 #3

American Rescue Plan Moves Forward. Democrats in Congress are moving ahead with President Joe Biden’s “American Rescue Plan.” As of now - and this is still subject to change, of course - it appears that the U.S. House of...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Bad advice can create bad IRS and DOL assumptions

A financial advisor called me and asked me if there was a problem that an insurance policy paid by a 401(k) plan had the policy in the name of the participant. Considering it was a plan asset, I thought so. If the participant...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Watch that you don’t get overpaid

I don’t believe in coincidence and when something happens twice, it’s a cause for concern. Within the past couple of months, I’ve had to deal with third party administrators (TPAs) paying ERISA §3(38) fiduciaries in excess of...more

Skadden, Arps, Slate, Meagher & Flom LLP

"Department of Labor Issues Guidance on Conflicts of Interest Rule"

The Department of Labor (DOL) recently issued guidance on the Conflicts of Interest Rule it released earlier this year. The guidance, issued on October 27, 2016, is in the form of answers to frequently asked questions, which...more

Eversheds Sutherland (US) LLP

The Final Rule: DOL Releases First FAQs Related to New Fiduciary Rule

The Department of Labor (DOL) has released 34 FAQs providing additional guidance related to its final rule expanding the definition of an investment advice fiduciary (the Final Rule) for purposes of the Employee Retirement...more

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